Charles Schwab Trust Co Q2 2021 Filing

Filed August 4, 2021

Portfolio Value

$508.1M

Holdings

183

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (183 positions)

StockValue
SDYSPDR SER TR
$698K
USBUS BANCORP DEL
$683K
ENBENBRIDGE INC
$646K
BACBK OF AMERICA CORP
$645K
IJRISHARES TR
$644K
AEPAMERICAN ELEC PWR CO INC
$634K
IWRISHARES TR
$626K
METAFACEBOOK INC
$612K
TAT&T INC
$606K
HDEFDBX ETF TR
$603K
VGTVANGUARD WORLD FDS
$598K
XLKSELECT SECTOR SPDR TR
$585K
MCDMCDONALDS CORP
$579K
VUGVANGUARD INDEX FDS
$567K
AMATAPPLIED MATLS INC
$566K
DUKDUKE ENERGY CORP NEW
$553K
PYPLPAYPAL HLDGS INC
$540K
DDOMINION ENERGY INC
$532K
NEENEXTERA ENERGY INC
$521K
MOALTRIA GROUP INC
$520K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$518K
IBMINTERNATIONAL BUSINESS MACHS
$499K
NDQINVESCO QQQ TR
$489K
COPCONOCOPHILLIPS
$483K
PHPARKER-HANNIFIN CORP
$482K
DISDISNEY WALT CO
$464K
PSXPHILLIPS 66
$462K
DOWDOW INC
$458K
KMIKINDER MORGAN INC DEL
$457K
EFAISHARES TR
$449K
SCZISHARES TR
$445K
CWBSPDR SER TR
$443K
USHYISHARES TR
$441K
MDLZMONDELEZ INTL INC
$440K
XELXCEL ENERGY INC
$439K
NSCNORFOLK SOUTHN CORP
$428K
TXNTEXAS INSTRS INC
$424K
IVVISHARES TR
$423K
COSTCOSTCO WHSL CORP NEW
$423K
SWKSTANLEY BLACK & DECKER INC
$421K
AMGNAMGEN INC
$416K
ITOTISHARES TR
$412K
SOSOUTHERN CO
$410K
VVISA INC
$408K
OGEOGE ENERGY CORP
$404K
IFFINTERNATIONAL FLAVORS&FRAGRA
$403K
ADBEADOBE SYSTEMS INCORPORATED
$403K
NOCNORTHROP GRUMMAN CORP
$398K
VIGVANGUARD SPECIALIZED FUNDS
$390K
SCHOSCHWAB STRATEGIC TR
$365K
HEPUSDHOLLY ENERGY PARTNERS L P
$362K
ESEVERSOURCE ENERGY
$361K
TMOTHERMO FISHER SCIENTIFIC INC
$353K
VGSHVANGUARD SCOTTSDALE FDS
$352K
PAAPLAINS ALL AMERN PIPELINE L
$345K
AXPAMERICAN EXPRESS CO
$339K
ENQENTEGRIS INC
$338K
ALBALBEMARLE CORP
$337K
AMTAMERICAN TOWER CORP NEW
$330K
IJSISHARES TR
$327K
HONHONEYWELL INTL INC
$305K
ADPAUTOMATIC DATA PROCESSING IN
$302K
AFLAFLAC INC
$301K
IJJISHARES TR
$284K
BOTZGLOBAL X FDS
$280K
PPGPPG INDS INC
$280K
IJTISHARES TR
$276K
EEMISHARES TR
$273K
HYLBDBX ETF TR
$271K
BDXBECTON DICKINSON & CO
$268K
XLVSELECT SECTOR SPDR TR
$263K
GRMNGARMIN LTD
$250K
APDAIR PRODS & CHEMS INC
$246K
ZTSZOETIS INC
$228K
SYKSTRYKER CORPORATION
$225K
GLTRABERDEEN STD PRECIOUS METALS
$225K
KOCOCA COLA CO
$221K
COUPEURCOUPA SOFTWARE INC
$221K
SLBSCHLUMBERGER LTD
$218K
AQLTISHARES TR
$210K
NKENIKE INC
$204K
BTZBLACKROCK CR ALLOCATION INCO
$156K
ETENERGY TRANSFER L P
$126K
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